Santa Barbara Pension Consultants, Inc. - Santa Barbara, California

Overview of Santa Barbara Pension Consultants, Inc.

Santa Barbara Pension Consultants, Inc., located at Address: 1129 State St # 18, Santa Barbara, CA 93101, is a distinguished financial consultancy dedicated to providing expert advice in pension and 401K planning. Their commitment to serving clients is evident in their accessibility and comprehensive services tailored to meet the needs of small businesses. For those looking to connect with them, the phone number 805-568-3814 is readily available for inquiries.

Key Features and Services

Specialties: As a Financial Consultant, Santa Barbara Pension Consultants specializes in navigating the complex world of pension and 401K plans. Their expertise is crucial for businesses seeking to manage these critical retirement savings vehicles effectively.

Accessibility and Facilities

The office at 1129 State St # 18, Santa Barbara, CA is designed with inclusivity in mind, offering a wheelchair accessible entrance, parking lot, and restrooms, ensuring that all clients can visit comfortably.

Client Reviews and Opinions

Client Feedback: The company boasts three reviews on Google My Business, with an average opinion of 3.7/5. Notably, clients like Doug Katers have praised the firm's service, highlighting Doug's skill in managing small business funds and simplifying the often intricate process of pension and 401K administration.

What to Expect When Contacting Them

For potential clients, it's important to note that Santa Barbara Pension Consultants offers a blend of experience and accessibility. They seem to excel in demystifying pension and 401K management, which can be daunting for small business owners. Prospective clients should prepare to discuss their specific needs and goals for retirement planning. Given the high average opinion, one can expect a professional and potentially life-changing service experience.

Getting in Touch

Interested parties can reach out to Santa Barbara Pension Consultants, Inc. via phone or visit their office. It's advisable to prepare detailed information about your financial situation and goals when initiating contact to make the most of their expert advice.

This summary encapsulates the core information about Santa Barbara Pension Consultants, Inc., emphasizing their specialties, accessibility, client satisfaction, and the importance of their services for small business owners looking to navigate the pension and 401K landscape. For anyone considering consulting with them, it's clear that they offer a valuable service backed by positive client feedback.

👍 Reviews of Santa Barbara Pension Consultants, Inc.

Melora G. S.

5/5

Doug Katers has provided terrific service to our company for several years. We are very pleased with his management of our small business fund.

Navigating the pension and 401 K business requires much skill, and I have been grateful for his ability to simplify a very complicated matter.

Renata S.

1/5

These people are incredibly rude. We had to threaten legal action for them to reply to us. We finally got a hold of the president by accident who informed us they did not want our business. Beware- this group has the worst customer service and "doesn't need business".

Bob L.

5/5